Straight Path Wealth Management
Top Portfolio Positions
37 positions ·
$64,799,893 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
118,435 | $44,028,211 | 67.94% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
17,609 | $2,575,844 | 3.98% | |
| PFE |
Pfizer Inc
Healthcare
|
54,064 | $1,518,117 | 2.34% | |
| LYB |
LyondellBasell Industries N.V.
Basic Materials
|
17,000 | $1,369,520 | 2.11% | |
| AAPL |
Apple Inc.
Technology
|
3,880 | $984,705 | 1.52% | |
| ABBV |
AbbVie Inc.
Healthcare
|
4,440 | $965,655 | 1.49% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
26,144 | $926,543 | 1.43% | |
| COHR |
Coherent Corp.
Technology
|
3,150 | $750,361 | 1.16% | |
| BE |
Bloom Energy Corp
Industrials
|
5,500 | $745,195 | 1.15% | |
| BP |
Bp PLC
Energy
|
15,000 | $705,000 | 1.09% |
Portfolio Trend
18 quarters · across all stocks
Holdings in LXRX
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $97,758 | 62,666 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $72,065 | 62,666 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $84,599 | 62,666 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $59,532 | 62,666 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $28,826 | 62,666 | Shares | Sole | 2025-04-28 | |
| No 13F history on record for this holder in this stock. | ||||||